SmartContact for heating engineers

A simple CRM for plumbing and heating engineers

Turn boiler and bathroom enquiries into booked jobs, remember every customer's annual service, and keep landlords' gas safety work coming back year after year.

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Free forever for up to 2 users, and your first workspace gets Standard free for 30 days. No card needed. Data hosted in London.

Sound familiar?

  • Annual boiler services and landlord gas safety checks are repeat income, but the reminders live in a diary.
  • Big jobs like a new boiler or bathroom need a survey, a quote and several chasers.
  • Customers call about their last visit, and the details are in someone else's van.

A pipeline that matches how you win work

Rename the stages in Settings in a minute. A starting point for heating engineers:

  1. Enquiry
  2. Survey booked
  3. Quote sent
  4. Won (Account)
  5. Lost

Lead sources worth tracking: Past customer, Landlord or letting agent, Website enquiry, Trade directory or review site, Manufacturer installer listing.

Custom fields to add

  • Boiler make and model: order parts and quote replacements faster
  • Installed date: spot boilers coming to the end of their warranty or life
  • Next service due: on the record, so the office can answer 'when are you due?' straight away
  • Customer type: homeowner, landlord, letting agent, commercial

How heating engineers use SmartContact

Repeat work that books itself

Set an automation so that when a job is won, SmartContact adds a 'book annual service' task due in 11 months. Each one reaches you on Home, by email and on your phone, ready to call.

Reminders that reach you on the job

Every quote gets a follow-up task. Reminders pop up in the app, arrive by email and, with SmartContact installed on your phone, as a notification.

Enquiries straight from your website

Put a SmartContact form on your website and new enquiries land as leads with their source recorded, ready to call back.

Ask your AI assistant

Connect Claude, Gemini or Copilot to SmartContact and ask in plain English. It works with your permissions and every change is in the audit log. How AI agents stay safe.

  • "Which service bookings are due this month, and which customers haven't been called yet?"
  • "Log today's survey at Mrs Patel's: wants a combi swap, quote by Wednesday."
  • "List open quotes over £3,000, oldest first."

Simple pricing

Basic is free for up to 2 users and 500 companies. Standard is £10 per user per month (or £100 per user per year) with unlimited users and companies, the Company drive and a private My drive for everyone, Marketing & ROI and the report builder. Prices exclude VAT.

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